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Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,256 | $168,635-77.3% | $147,617-74.1% | $125,389-69.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.57% | 77.65%-75.1pp | 61.98%-59.4pp | 282.24%-279.7pp |
| Employer contribution / active EE | $1,207 | $6,252-80.7% | $5,564-78.3% | $4,866-75.2% |
| Participant deferral / active EE | $4,000 | $5,507-27.4% | $4,895-18.3% | $5,352-25.3% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |